day and only a few days in november before election day, tom. you better hope this is a good month. >> three days in november or the month of october. i think it should be october. generally when you have a weak second half of september, october is generally pretty strong. >> last october was one of the best octobers we have had on record. i guess you're looking for a repeat of that but here is my question. if you are concerned about the earnings season and you think the earnings cycle will continue through 2017, i believe you said, then it seems to me that you shouldn't have any concerns about the earnings season because you have to have a major bound and back in earnings without the support from europe and china, you see major recovery there. >> i think that's exactly what's happening, steve. in some ways the manufacturing story is flattening and we're seeing that in a lot of evidence and you have to look at the u.s. construction market as really improving. remember, companies are generating nearly peak earnings today but how if they go 50% be